Professional Financial Advisors’s iShares Short Maturity Bond ETF NEAR Stock Holding History

Professional Financial Advisors’s Portfolio NEAR Stock Details NEAR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.81M	Sell	35,796 -1,535	-4%	-$77.8K	0.31%	57
2026 Q1	$1.9M	Buy	37,331 +27,901	+296%	+$1.42M	0.39%	49
2025 Q4	$482K	Buy	+9,430	New	+$483K	0.1%	89
2022 Q4	–	Sell	-650	Closed	-$32K	–	321
2022 Q3	$32K	Buy	650 +3	+0.5%	+$148	0.02%	177
2022 Q2	$32K	Buy	647 +1	+0.2%	+$49	0.02%	184
2022 Q1	$32K	Buy	646 +1	+0.2%	+$50	0.01%	182
2021 Q4	$32K	Buy	+645	New	+$32.3K	0.01%	204

Other funds holding NEAR

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return

Selby Wealth Management Emeryville, California $282M AUM

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

Brady Family Wealth Saint Louis, Missouri $346M AUM 21.12% 1-Year Est. Return

First Citizens Financial Corp Mason City, Iowa $239M AUM 26.56% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return

Sage Capital Advisors Sioux Falls, South Dakota $481M AUM 34.73% 1-Year Est. Return

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return